Industry Overview - The automotive air conditioning filter industry is gaining popularity as a crucial device for maintaining in-car air quality, driven by increasing environmental policies, consumer health awareness, and the growth of the electric vehicle sector [1][10] - The market size of China's automotive air conditioning filter industry was 15.316 billion yuan in 2020 and is projected to grow to 21.904 billion yuan by 2024, with a compound annual growth rate (CAGR) of 9.4% [1][10] - The application of automotive air conditioning filters is expanding into public transportation and logistics, further boosting industry growth [1][10] Industry Chain - The industry chain consists of upstream raw material suppliers, midstream production of air conditioning filters, and downstream automotive manufacturing and aftermarket services [6] - The demand for air conditioning filters is closely linked to new vehicle production, as manufacturers aim for nearly 100% integration of filters in new vehicles [12] Market Demand - The demand for automotive air conditioning filters in the aftermarket is increasing due to rising vehicle ownership, with a projected demand of 353 million units by 2024, reflecting a year-on-year increase of 5.1% [14] - The OEM market for automotive air conditioning filters is expected to reach a demand of 31.28 million units by 2024 [12] Competitive Landscape - The competitive landscape of the automotive air conditioning filter industry is characterized by a mix of multinational corporations and emerging local brands, with significant opportunities for new entrants [16] - Key players include Zhejiang Jinhai High-tech Co., Ltd., Anhui Phoenix Filter Co., Ltd., and Bosch (China) Investment Co., Ltd., among others [16][17] Development Trends - Technological innovation is a driving force for the industry, with a focus on lightweight, energy-efficient, and intelligent products [21] - The market is becoming increasingly diversified, with manufacturers needing to develop targeted products to meet the varying performance requirements of different vehicle brands and models [22] - Supply chain integration and optimization are essential for enhancing competitiveness, with manufacturers encouraged to leverage digital technologies for better supply chain management [23]

人民财讯8月5日电，金海高科（603311）8月5日在互动平台表示，目前公司暂时没有在健康养老方面扩 大投资的规划。 ...

Group 1 - The company currently has no plans to expand investments in the health and elderly care sector [1] - The company places significant importance on shareholder returns and has consistently maintained a dividend ratio above the market average [1] - Since its listing in 2015, the total cash dividends paid by the company have reached 268.68 million yuan, with an average dividend rate of 39% [1] Group 2 - The dividend rate for 2024 is projected to reach 43.52% [1]

Group 1 - The company has approved a share repurchase plan using its own or raised funds, with a total repurchase amount between RMB 20 million and RMB 40 million, and a maximum repurchase price of RMB 15.15 per share [1] - The repurchase period is set for 12 months from the date of board approval [1] - As of July 31, 2025, the company has not yet implemented the share repurchase plan and will act based on market conditions [2] Group 2 - The company will adhere to relevant regulations during the repurchase period and will make decisions based on market conditions [3] - The company is committed to timely information disclosure regarding the progress of the share repurchase [3]

Group 1 - The company Jin Hai Gao Ke announced on the evening of August 1 that as of July 31, 2025, it has not yet implemented its share repurchase plan [2] - The company will consider implementing the repurchase plan based on market conditions in the future [2]

重要内容提示： | 回购方案首次披露日 | 2025/4/12 | | --- | --- | | 回购方案实施期限 | 2025/4/11~2026/4/10 | | 预计回购金额 | 2,000万元~4,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 0股 | | 累计已回购股数占总股本比例 | 0% | | 累计已回购金额 | 0元 | | 实际回购价格区间 | 0元/股~0元/股 | 一、回购股份的基本情况 浙江金海高科股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日召开第 五届董事会第十五次会议，审议通过《关于以集中竞价交易方式回购公司股份方 案的议案》，同意公司使用自有资金或自筹资金以集中竞价交易方式回购公司股份 用于股权激励或者员工持股计划。本次回购股份资金总额不低于人民币 2,000 万 元（含本数），不超过人民币 4,000 万元（含本数），回购价格不超过人民币 15.15 元/股（含本数），回购股份期限自公司董事会审议通过回购股份方案之日起 ...

浙江金海高科股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江金海高科股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 第五届董事会第十六次会议、第五届监事会第十次会议通过了《关于使用部分暂 时闲置募集资金和自有资金进行现金管理的议案》，同意公司在确保不影响募集 资金项目建设、募集资金使用和正常生产经营的情况下，使用额度不超过人民币 之日起 12 个月内有效，在上述额度及期限范围内，资金可以循环滚动使用。公 司监事会及公司保荐机构对此发表了明确同意的意见。具体内容详见公司于 2025 年 4 月 23 日披露于上海证券交易所网站的《关于使用部分暂时闲置募集资金和 自有资金进行现金管理的公告》（公告编号：2025-017）。 证券代码：603311 证券简称：金海高科 公告编号：2025-038 公司于 2025 年 4 月 24 日使用部分闲置的募集资金人民币 5,000 万元通过招 商银行绍兴诸暨支行（以下简称"招商银行"）认购了"点金系列 ...

证券代码：603311 证券简称：金海高科 公告编号：2025-038 浙江金海高科股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 公司于 2025 年 4 月 28 日使用部分闲置的募集资金人民币 3,000 万元通过宁 波银行股份有限公司（以下简称"宁波银行"）认购了"单位结构性存款 7202502264 产品"，具体内容详见公司于 2025 年 4 月 30 日披露于上海证券交易所网站的《关 于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-022）。截至 本公告披露日，公司已收回本金人民币 3,000 万元，获得理财收益人民币 17.01 万元。上述本金及收益已划至公司募集资金专用账户。 珠海金海于 2025 年 4 月 28 日使用部分闲置的募集资金人民币 3,000 万元通 过宁波银行认购了"单位结构性存款 7202502263 产品"，具体内容详见公司于 2025 年 4 月 30 日披露于上海证券交易所网站的《关于使用部分闲置募集资金进 行现金管理的公告》（公告编号：2025-022）。截至本公告披露日，珠海金海已 收回本金人民币 3,000 万元，获得理财收益人民 ...

Core Viewpoint - Zhejiang Jinhai High-tech Co., Ltd. expects significant growth in net profit for the first half of 2025, driven by asset disposals and stable operational performance [1][4]. Performance Forecast - The company anticipates a net profit attributable to shareholders of approximately CNY 58 million to CNY 62 million for the first half of 2025, representing an increase of CNY 21.06 million to CNY 25.06 million compared to the same period last year, which corresponds to a year-on-year growth of 57.03% to 67.86% [2][4]. - The expected net profit, excluding non-recurring gains and losses, is projected to be around CNY 35.5 million to CNY 37.75 million, reflecting an increase of CNY 1.0184 million to CNY 3.2684 million, or a year-on-year growth of 2.95% to 9.48% [2][4]. Previous Year Performance - In the first half of 2024, the company reported a net profit attributable to shareholders of CNY 36.9356 million, and a net profit of CNY 34.4816 million after excluding non-recurring gains and losses [2][3]. Reasons for Profit Increase - The substantial increase in net profit is primarily attributed to the sale of idle land, factory buildings, and ancillary equipment in Zhuji City, Zhejiang Province, which is expected to contribute approximately CNY 22 million to the net profit for the first half of 2025, accounting for about 35.48% to 37.93% of the total projected net profit [4][5]. - The company's main business operations remain stable, with consistent revenue and profit levels, leading to a modest increase in net profit excluding non-recurring items [4][5].

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects H1 2025 net profit attributable to shareholders to reach RMB 58.00-62.00 million, with non-recurring net profit at RMB 35.50-37.75 million, indicating stable core business growth H1 2025 Performance Forecast | Financial Indicators (H1 2025 Forecast) | Amount (RMB) | Year-on-Year Growth | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | 58.00 million - 62.00 million | 57.03% - 67.86% | | **Net Profit After Deducting Non-Recurring Gains/Losses** | 35.50 million - 37.75 million | 2.95% - 9.48% | - This performance forecast is a preliminary estimate based on the company's operations and has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Performance](index=1&type=section&id=II.%20Prior%20Period%20Performance) The company provides H1 2024 key financial data for comparison, including net profit attributable to shareholders of RMB 36.9356 million and non-recurring net profit of RMB 34.4816 million H1 2024 Comparative Performance | Financial Indicators (H1 2024) | Amount/Value (RMB) | | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 36.9356 million | | Net Profit After Deducting Non-Recurring Gains/Losses | 34.4816 million | | Basic Earnings Per Share | 0.16 | [Main Reasons for Performance Increase](index=2&type=section&id=III.%20Main%20Reasons%20for%20Performance%20Increase) The significant net profit increase is primarily due to approximately RMB 22.00 million in non-recurring gains from asset sales, while core business operations remain stable with slight growth - The primary driver for the significant net profit increase is non-recurring gains from the sale of idle land, factory buildings, and related equipment[7](index=7&type=chunk) - This asset disposal is expected to increase H1 2025 net profit attributable to shareholders by approximately **RMB 22.00 million**, accounting for **35.48% to 37.93%** of the current period's projected net profit[7](index=7&type=chunk) - The company's core business operations are stable, with net profit after deducting non-recurring gains/losses maintaining a steady growth of **2.95% to 9.48%**[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company warns that this unaudited preliminary forecast may differ from final results, emphasizing that significant net profit growth is largely due to unsustainable non-recurring gains, requiring rational investment judgment - This performance forecast is a preliminary estimate by the finance department, unaudited, and final data may differ[8](index=8&type=chunk) - The company reminds investors that a significant portion of the current period's net profit includes non-recurring gains, which are not sustainable, and investment risks should be noted[8](index=8&type=chunk) [Other Explanations](index=2&type=section&id=V.%20Other%20Explanations) The company reiterates that this forecast is preliminary, with final accurate financial data subject to the officially disclosed 2025 semi-annual report - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)